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Sustainable Signals: Growth and Opportunity in Asset Management
This report highlights the result of a recent survey of US asset managers. Too many foundation board and staff members may think of sustainable investing and ESG as simply a matter of ...
Investment and Philanthropic Trends for Private and Community Foundations
Resource for members only
This webinar provides an in-depth discussion of investment trends for private and community foundations. ... donors. In this webinar, William Jarvis, managing director of Bank of America Private Bank (formerly U.S. Trust), will have ...
Sustainability Costing Tool
Indiana Philanthropy Alliance, Council of Michigan Foundations and Philanthropy Ohio are pleased to ... Indiana Philanthropy Alliance (IPA), Council of Michigan Foundations (CMF), and Philanthropy Ohio ... a better understanding of its revenue and expenses. Watch Video About the Sustainability Tool ...
GIFT Snapshot Reports
Resource for members only
... with peers. The Annual Snapshot provides an overview of Indiana community foundations’ total assets, ... in greater depth, which could include an examination of charitable activity as it relates to various demographic ... funds (DAF) spending rate was 12.62% The median size of unrestricted grants grew 59% from 2022 The assets held in ...
Fund Management
Resource for members only
... This singular document contains an updated version of the forms document that included the four substituted ... forms (from the stand-alone documents), and the addition of the fiscal sponsorship forms. All forms are linked on the Table of Contents page. For questions, contact Amy Haacker . Fund ...